Plan Today. Grow Tomorrow. Secure Forever.
Whether you are protecting your family, starting your first SIP, planning for retirement or funding a home, we listen first, then build a strategy around your life, your goals and your comfort with risk.
No silos, no confusing jargon. We integrate protection, investments, and credit to secure every chapter of your life.
Pure protection and medical safety nets that ensure your family’s lifestyle, dreams, and wealth stay shielded against life’s uncertainties.
Transform hard-earned surplus savings into inflation-beating, compounding capital through scientific asset allocation.
Cut through market noise, headlines, and speculative tips with research-backed, calm, and objective portfolio guidance.
Professional wealth management accessible with modest amounts through Systematic Investment Plans (SIPs) and goal-based portfolios.
Optimal credit solutions, competitive interest rates, and seamless bank coordination for home purchase, expansion, or education.
Hold existing mutual funds, term plans, or loans? Let our research team conduct a neutral, zero-obligation check for overlap, fees, and return gaps.
A disciplined, transparent method that puts your interests and life goals before any product.
We listen first. We learn about your income, responsibilities, dependents, life goals, and comfort with risk.
We design a personalized, clear financial roadmap with measurable milestones and balanced asset allocation.
We help you put the plan into action smoothly with carefully researched, suitable products and paperless setup.
We stay with you for the long run. We revisit your roadmap periodically as your career, family, and markets evolve.
Decades of proven capital market expertise, banking coordination, and dedicated family protection advisory.
Punit Vashisht, Founder & CEO, brings 16+ years of experience in financial markets and securities operations to Riyaashree Wealth, helping families grow their wealth through smart investing and secure their future with life insurance.
Rohit Sharma, COO, brings 11+ years of experience in loans, mutual funds, and general insurance, ensuring Riyaashree Wealth’s services run with operational precision and care.
With 14+ years of experience, Abhishek M Patel has helped over 500 families build secure futures and leads a 26-member advisory team at Riyaashree Wealth across protection, wealth, and loans.
Disciplined investing allows you to harness the magic of compounding and rupee cost averaging. Test your monthly numbers right here!
Speak with our experienced advisory team for a clear, honest, and no-obligation conversation about your financial goals and family protection.
Real client relationships built on trust, transparency, and dependable support across years.
"Riyaashree Wealth helped me consolidate my scattered investments into a disciplined SIP portfolio and arranged our commercial business loan on great terms. Honest, transparent advice without any sales push."
"Abhishek ji and the team were a lifesaver during my father’s emergency hospitalization. Their claim guidance ensured seamless cashless processing. We now trust them for all our family insurance and mutual funds."
"Punit Vashisht’s deep expertise in financial markets and risk management is evident in how they structure portfolios. Their approach is analytical, goal-driven, and patient."
Look beyond traditional 80C options: how ELSS mutual funds combine tax benefits with inflation-beating long-term equity growth.
Everything you need to know about loan eligibility, MCLR vs repo-linked rates, down payments, and smart prepayment strategies.
Discover the immense compounding power of your 30s and how starting today requires a fraction of the capital compared to your 40s.
Bringing insurance, mutual funds, investment advisory, wealth building, and loans together under one trusted roof. We help individuals and families build financial confidence at every stage of life.
C-101, Rameshvaram Avenue, Opp. Bhola Nagar, Parshuram Chowk, Bhayander West, 401105
+91 91679 88856
riyaashreewealth@gmail.com
Monday - Saturday: 9:30 AM - 7:30 PM (Sunday by appointment)
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
Riyaashree Wealth is an AMFI-registered Mutual Fund Distributor, Insurance Advisory Partner, and Loan Facilitator. Insurance is the subject matter of solicitation. Loan approvals are at the sole discretion of respective lending banks and NBFCs and subject to individual credit assessment.
The information provided on this website is for general investor awareness and financial education only, and should not be construed as specific legal, tax or investment advice.